Loan Selling Advisor
When provisioning the External Seller Setup Manager role in Loan Selling Advisor, the Binding Signatory and/or applicable Administrator shall inform the Authorized User associated with such role of that user’s ability under such role to approve, reject or modify wire instructions in Loan Selling Advisor. Freddie Mac is entitled to rely on the truth, accuracy and completeness identified Authorized Users submitted by each Administrator, failure to adhere to the above may result in postponement of funding date as well as Freddie Mac exercising available remedies under 3601.1 of the Guide.
System-2-System Loan Closing Advisor
Loan Closing Advisor role to allow Seller entities' systems accounts to access the Loan Closing Advisor to submit .xml based loan closing data and additional application functionality.
No S2S roles available
No System-to-System (S2S) roles available. Please select a different tool name to request S2S access. If you need non-S2S access, please go back and update your S2S selection from Yes to No.
LPA S2S Seller
This is for the LPA S2S access method for an approved Freddie Mac Seller/Servicer.
System-2-System LQA
Allows Sellers to access the Loan Quality Advisor through a System-to-System connection to import and submit batches of loans for evaluation, view evaluation results, and export results.
CTOS Servicer Manager
The Concurrent Trasnfer of Servicing (CTOS) Servicer Manager role supports Concurrent Transfer of Servicing (CTOS) servicers. This role will be used in the Selling system to give CTOS Servicers access to exports that are being built specifically for CTOS servicers to Modify/Add service to provide list of sellers associated to a servicer for the export screens for CTOS servicers.
Settlement Statement Seller S2S
This entitlement provides access to purchase cash statement API with Read permission to Resource API. This entitlement provides access to purchase Statement to SMA/Sellers within LSA.
System-2-System Cash SMO
This role gives greater than read access to Selling system to create Cash Contracts.
System-2-System Take Out Cash Contracts
This roles gives greater than read access to Selling system-to-system REST APIs to create/modify/pair off Cash Contracts.
System-2-System Take Out Guarantor Contracts
This roles gives greater than read access to Selling system-to-system REST APIs to create/modify/pair off Guarantor Contracts.
Request Cash Rate Sheet Seller
Users can pull Cash Rate Pricing using S2S ID along with vendor LOS/SOAP UI.
Request Guarantor Rate Sheet Seller
Users can pull Guarantor Rate Pricing using S2S ID along with vendor LOS/SOAP UI.
Loan Closing Advisor Analyst
Loan Closing Advisor role to allow Seller entities to access the Loan Closing Advisor to submit .xml based loan closing data and additional application functionality.
LCVA Seller Read Only
Grants Sellers access to the reports and search functions to view their representation and warranty loan information.
LCVA Servicing Read Only
Grants Servicers access to the reports and search functions to view their representation and warranty loan information.
LPA GUI Seller
This is for the LPA GUI access method for an approved Freddie Mac Seller/Servicer.
CloserShipper
This role can review certification issues, view evaluation issues, clear loan edits/evaluate loans, enter settlement details, create/view certification forms, view settlement statements, search for loans, search for contracts, and designate a warehouse lender.
Delayed Note Certification Inventory Manager
A Delayed Note Certification Inventory Manager can use the View Certification Pipeline functionality.
Delayed Note Certification Officer
A Delayed Note Certification Officer can view/create certification documents, including bills of sale.
Export Analyst
An Export Analyst can export data, view export results and retrieve historical data.
External Aggregator
An External Aggregator role permits the user of an entity that is a Freddie Mac Aggregator to view the Aggregator Pipeline.
External BUBD IO Trader
The External Buy-Up Buy-Down Interest Only Trader role permits the user to:
- Control access to creating a Live BUBD Trade
- Request/Submit Live Buy-up Buy-down Trade Contract
- Search, filter, View, Sort, and Export Live Buy-up Buy-down Trade Contract
- View, print, and/or download Live Buy-up Buy-down Trade Contract Conformations and Pair-Off Conformations
- View Pair-off history for Live BUBD Trade Contracts
- Modify Live BUBD Trade Contracts
External Guarantor Rate Sheet
This role can view and export the Seller's Guarantor and MultiLender pricing components, including Eligibilities, Business Arrangement Stipulations, Buy Up and Buy Down ratios and Credit Fees.
External Guarantor SMO
This role can take out Guarantor or MultiLender contracts under an applicable Pricing Identifier, view funding details, and approve/disapprove (validate) proposed certification changes.
External Mandatory Guarantor SMO
The External Manadatory Guarantor Secondary Marketing Officer (SMO) role allows the user to take out Mandatory Guarantor or MultiLender contracts under an applicable Pricing Identifier, view funding details and approve/disapprove (validate) proposed certification changes.
External Originator
An External Originator role permits the user of an entity that has a relationship to a Freddie Mac Aggregator to view the Originator Pipeline.
External Security Wire Assigner
This role can select, assign, and remove security wire transfer instructions for Guarantor or MultiLender contracts.
External Seller Setup Manager
This role approves or rejects Security Wire transfer instructions for Guarantor or MultiLender contracts. The name and signature of the employee assigned to this role must appear on the Form 988SF Certificate of Incumbency and board of director's resolution. (The employee assigned to this role may not have the role of Setup Administrator)
External Setup Administrator
This role can create, edit and delete the Seller's security wire transfer instructions. (The employee assigned to this role may not have the role of Setup Manager)
External View Exclusionary List
This role can view the Freddie Mac Exclusionary List/
Import Contract SMO
The Import Contract Secondary Marketer role permits the results of a guarantor imported contract.
LoanManager
This role can create and modify a loan. Members of this group can create loans in the Selling System by either importing data or manually entering data. Members of this group will also have access to the export feature in the Selling System.
Pipeline
This role can view the contract Pipeline or the Loan Pipeline.
Price Sheet Analyst
The Price Sheet Analyst role permits the user to view the Freddie Mac Cash Price Sheet.
Secondary Analyst
This role can pair-off contracts, and allocate, de-allocate, and price loans against a contract.
Settlement Statement Analyst
The Settlement Statement Analyst can view Settlement Statements and Retrieve Historical Data.
SMO
The Secondary Marketing Officer (SMO) can create cash contracts, request, accept, or reject cash contract pricing and view the Freddie Mac Exclusionary List.
External PPI Export Specialist
Role allowing users to include unredacted PPI data in the data exports from Loan Selling Advisor.
External Transferee Servicer Grid Manager
Manage SRP Pricing (SRP Base Grid, Adjustor Grids, Loan Feature Exclusion Grids, and Counterparty Exclusions).
LLR - External Loan Activity Analyst
Report performing loan activity on the Report Loan Level Activity submenu. Enter, import and/or submit Single Loan Activity. Retrieve, view, and print loan activity reports.
LLR - External Map Bulk File Analyst
Map loan data files to be uploaded into Service Loans on the Manage Import Format submenu. Manage import formats to create a custom import file.
LLR - External Read Only Analyst
Retrieve, view and print activity reports.
EDR - External Default Loan Activity Analyst
Report performing loan activity on the Report Loan Level Activity submenu. Enter, import and/or submit Single Loan Activity. Retrieve, view, and print loan activity reports.
EDR - External Map Bulk File Analyst
Map loan data files to be uploaded into Service Loans on the Manage Import Format submenu. Manage import formats to create a custom import file.
EDR - External Read Only Analyst
Retrieve, view and print activity reports.
FSR - External FCL And DIL Analyst
Report foreclosure sale and Deed-in-lieu activity on the Report Foreclosure Sale and Deed-in-lieu submenu.
FSR - External Map Bulk File Analyst
Map loan data files to be uploaded into Service Loans on the Manage Import Format submenu. Manage import formats to create a custom import file.
FSR - External Read Only Analyst
Retrieve, view and print activity reports.
STM - External Portfolio Transfer Analyst
Manage portfolio transfer requests (transfer of servicing requests) on the Manage Portfolio submenu. Enter or import Portfolio Transfer Requests/Transfer of Servicing (Subsequent Transfer of Servicing/Form 981). Retrieve, view, and print activity reports.
STM - External Read Only Analyst
Retrieve, view and print activity reports.
REVP - External Foreclosure Specialist
Submit a request, view and search for credit bids for the Obtain Credit Bid functionality.
REVP - External Workout Specialist
Obtain property valuation information. Submit a request. Access the list of mortgage insurance companies that have delegated authority agreements with Freddie Mac. View and search for Minimum Net Proceeds (MNP) and Estimated Market Value (EMV).
REVP - External Read Only Foreclosure Specialist
View and search for credit bids for the Obtain Credit Bid functionality.
REVP - External Read Only Workout Specialist
View and search for MNP and EMV for Obtain Valuation functionality.
CM - Manager Reports
Access to Cash Manager Reports, Cash Statement Reports, Draft Report, Downloads.
BPO Servicer
Place and receive BPO orders in BPOdirect.
Basic User
eBill Basic User access to invoice/payments.
Exclusionary List Access
Provides Servicing user access to the Freddie Mac Exclusionary List.
Resolve Servicer
Provides user with capability to submit default management transactions in Resolve (full access)
Resolve Read Only
Provides user with capability to view default management transactions in Resolve (read only access)
SDC External Read Only
User of this role cannot submit corrections, they can view corrections from their servicer, they can view Attached documents and export corrections to xls.
SDC Seller Analyst
User of this role can submit corrections, they can view corrections from their servicer, they can view Attached documents and export corrections to xls.
SDC Servicer Analyst
User of this role can submit corrections, they can view corrections from their servicer, they can view Attached documents and export corrections to xls.
SPP External User
Provides access to the Servicer Performance Profile application and all reports within it. Assignment of the role to a user when paired with a single Servicer Number will ensure that users are able to view ALL data belonging to the organization.